See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,422-100.0% | $95,952-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.1%-77.1pp | 69.6%-69.6pp |
| Annual return | 15.93% | 19.37%-3.4pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,866 | $1,945-4.1% | $2,541-26.6% | $2,471-24.5% |
| Participant deferral / active EE | $6,764 | $3,440+96.6% | $4,167+62.3% | $3,740+80.9% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |